MWP
VTEB icon

Meridian Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Meridian Wealth Partners’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.05M Hold
41,165
– – 0.28% 28
2025
Q4 		$2.07M Sell
41,165
-51,841
-56% -$2.61M 0.29% 27
2025
Q3 		$4.66M Sell
93,006
-75
-0.1% -$3.69K 0.64% 23
2025
Q2 		$4.56M Sell
93,081
-1,567
-2% -$76.5K 0.66% 23
2025
Q1 		$4.7M Hold
94,648
– – 0.75% 22
2024
Q4 		$4.74M Sell
94,648
-5,279
-5% -$267K 0.72% 23
2024
Q3 		$5.11M Buy
99,927
+2,213
+2% +$112K 0.79% 22
2024
Q2 		$4.9M Buy
97,714
+35,939
+58% +$1.8M 0.86% 19
2024
Q1 		$3.13M Buy
61,775
+263
+0.4% +$13.3K 0.56% 21
2023
Q4 		$3.14M Buy
61,512
+34,741
+130% +$1.7M 0.6% 21
2023
Q3 		$1.29M Sell
26,771
-223
-0.8% -$11K 0.27% 29
2023
Q2 		$1.36M Sell
26,994
-120
-0.4% -$6.03K 0.28% 27
2023
Q1 		$1.37M Sell
27,114
-203
-0.7% -$10.2K 0.3% 28
2022
Q4 		$1.35M Buy
27,317
+62
+0.2% +$3.03K 0.31% 27
2022
Q3 		$1.31M Sell
27,255
-36,375
-57% -$1.82M 0.33% 26
2022
Q2 		$3.18M Sell
63,630
-488,882
-88% -$24.5M 0.75% 20
2022
Q1 		$28.5M Buy
552,512
+532,664
+2,684% +$28.4M 5.99% 6
2021
Q4 		$1.09M Hold
19,848
– – 0.22% 32
2021
Q3 		$1.09M Sell
19,848
-183
-0.9% -$10.1K 0.24% 31
2021
Q2 		$1.11M Buy
20,031
+46
+0.2% +$2.53K 0.26% 30
2021
Q1 		$1.09M Hold
19,985
– – 0.33% 27
2020
Q4 		$1.1M Buy
19,985
+18,466
+1,216% +$1.01M 0.46% 20
2020
Q3 		$83K Hold
1,519
– – 0.04% 101
2020
Q2 		$82K Hold
1,519
– – 0.04% 100
2020
Q1 		$80K Buy
1,519
+75
+5% +$4.02K 0.05% 99
2019
Q4 		$77K Buy
+1,444
New +$77.3K 0.05% 109

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Wealth Partners's VTEB Position: Q1 2026 in Review

Meridian Wealth Partners held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 41,165 shares worth $2.05M. The position accounts for 0.28% of the portfolio, ranked #28.

Meridian Wealth Partners first reported a position in VTEB in Q4 2019 and has held it in 26 quarters since. The position peaked at $28.5M in Q1 2022. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Meridian Wealth Partners held 41,165 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.05M as of Q1 2026.
  • Meridian Wealth Partners left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.28% of Meridian Wealth Partners's portfolio in Q1 2026, its #28 holding.
  • Meridian Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $28.5M in Q1 2022.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.